Category:
Income Taxes
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2013 Income Tax Checklist

It’s never too late to start planning so I’ve attached GET YOUR TAX TOGETHER_checklist2013 to help plan for the upcoming tax season.  This checklist will give you a start on what documents are important, and what changes you should mention to your accountant. Now would also be a good time to start compiling information to see if […]


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Tis the Season for Budgets

As a “money guy”, people assume that I am good with my finances. However, like many people, I sometime struggle with budgets. Or perhaps it’s better to say that I struggle with the conflict between the income that I have compared to the desires that I have to spend that income, I’ve always had budgets. […]


Category:
Business
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Birth of a Salesman

I was having an interesting conversation with a friend of mine who represents a major financial planning company. We were discussing the fostering of customer relationships, cold calls, advertising, word-of-mouth, and other buzzwords and phrases when I came to a startling realization:  I am a salesman. My wife and I own and operate a small […]